Michael Patrick Stoffregen
Portfolio Manager-Equities at Chesley, Taft & Associates LLC
Michael Patrick Stoffregen active positions
| Companies | Position | Start | End |
|---|---|---|---|
Chesley, Taft & Associates LLC
 Chesley, Taft & Associates LLC Investment ManagersFinance Chesley, Taft & Associates LLC (CTA) is an independent wealth management firm and registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Faris Chesley and A. Richard Taft in 2021. CTA provides portfolio management services to high-net-worth individuals and their related entities. Related entities include personal trust, IRA, and retirement accounts. The firm also manages family limited partnerships, family foundations and employee benefit plans related to a client’s business. Trust accounts include revocable trusts, irrevocable trusts, estates and guardianships. | Portfolio Manager-Equities | 2006-09-30 | - |
Career history of Michael Patrick Stoffregen
Former positions of Michael Patrick Stoffregen
| Companies | Position | Start | End |
|---|---|---|---|
| J.P. Morgan & Co., Inc. (Old) | Corporate Officer/Principal | - | - |
| First National Bank of Chicago (Illinois) | Corporate Officer/Principal | - | - |
| Brinson Partners, Inc. | Corporate Officer/Principal | - | - |
Training of Michael Patrick Stoffregen
| Purdue University | Undergraduate Degree |
Statistics
International
| United States | 6 |
Operational
| Corporate Officer/Principal | 3 |
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 5 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
Chesley, Taft & Associates LLC
Chesley, Taft & Associates LLC Investment ManagersFinance Chesley, Taft & Associates LLC (CTA) is an independent wealth management firm and registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Faris Chesley and A. Richard Taft in 2021. CTA provides portfolio management services to high-net-worth individuals and their related entities. Related entities include personal trust, IRA, and retirement accounts. The firm also manages family limited partnerships, family foundations and employee benefit plans related to a client’s business. Trust accounts include revocable trusts, irrevocable trusts, estates and guardianships. | Finance |
| J.P. Morgan & Co., Inc. (Old) | Finance |
| Brinson Partners, Inc. | Finance |
| First National Bank of Chicago (Illinois) | Finance |
